
Shea Sanche
I build what I wish existed.
Founder. Financial advisor. Entrepreneur. Builder.
I founded Insight Planning, and built InsightPlaybook.com and ClientChemistry.com for advisors. This is where I share what I'm building, what I'm learning, and the life I'm building along the way.

01My story
It started in a small town in northern Manitoba.
In 1999 I started as an advisor in Thompson, Manitoba, in an office that competed with Toronto and Vancouver as one of the top performing financial centres in the country. I didn't know any better. I thought that was normal.
Twenty-seven years later I'm still asking the same question: what would make this simpler, and better for the people it's meant to serve? Sometimes the answer is a firm. Sometimes it's a system. Usually it means doing fewer things, better.
02What I'm building
Three things I've built, or am building.
A firm, an operating system for advisors, and a tool for understanding clients. Each one has its own home.

01The firm I founded
Insight Planning
The wealth management firm I founded, offering corporate investment management for incorporated Canadians and private wealth planning for individuals and families.
Visit insightplanning.com

02For advisory firms
InsightPlaybook.com
A structured operating system for advisory practices.
Visit insightplaybook.com
Private beta03For understanding clients
ClientChemistry.com
A tool for understanding how each client wants to be served.
Join the waitlist
03Ideas and conversations
Where I've been sharing what I'm learning.
Podcast
Turning the Page with Chris Reynolds
Episode 114: building AI into every layer of an advisory practice.
Published September 21, 2026
Speaker
Dimensional Canadian Advanced Conference
A TED-style talk on what happens when an advisory practice builds AI into how it runs.
Charlotte, North Carolina · October 29, 2026
Interview
The Globe and Mail
Why this advisor was willing to pay more for a book of engaged, loyal clients.
Globe Advisor · November 18, 2025
04Life outside work
The point of all of it.
Home is Kelowna and Okanagan Lake. As I get older I crave simplicity: time on the water, trips with Trish to places we haven't been yet, and the people who make the work worth doing.
The systems I build at work are there to protect that time, not to fill it.



05Connect
Speaking, media, partnerships and good conversations.
Looking for financial planning? Request an introduction at Insight Planning.